This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ROCKEFELLER CAPITAL MANAGEMENT

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 21, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Apr 21, 2006

First registration

Mar 19, 2008

Dual registered

yes, broker-dealer

Other names

MICHELLE VILLARREAL|MICHELLE SHLIMON

IAPD individual key

5084169

• Occurred

  Sep 10, 2026
  Advisor changed firm

  Michelle Colquhoun left Stifel, Nicolaus & Company, Incorporated for Rockefeller Capital Management (registered 2026-09-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:01b20cbe-63fe-17f7-27b1-6907f47f7612

First observed

Mar 19, 2008

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.